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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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30
2
2
0
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13
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1
CHARLES SCHWAB INVESTMENT ADVISORY INC

Time Period2018-06-30

Total Holdings164

Total Value ($x1000)54,589,755
Activities
New101

Increased42

Unchanged0

Decreased21

Sold Out15

Top 10 Stock Holdingstotal 37.59%
FNDX5.97

SCHX4.6

FNDF4.09

SCHP4.02

FNDA3.95

 
VMBS3.49

SCHR3.49

SCHF3.12

SCHA2.49

VEA2.37

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FNDX
5.97%
SCHWAB FDT US LG
SCHX
4.6%
US LRG CAP ETF
FNDF
4.09%
SCHWB FDT INT LG
SCHP
4.02%
US TIPS ETF
FNDA
3.95%
SCHWAB FDT US SC
VMBS
3.49%
MORTG-BACK SEC
SCHR
3.49%
INTRM TRM TRES
SCHF
3.12%
INTL EQTY ETF
SCHA
2.49%
US SML CAP ETF
VEA
2.37%
FTSE DEV MKT ETF
FNDC
2.09%
SCHWB FDT INT SC
FNDE
2.04%
SCHWB FDT EMK LG
SCHH
1.81%
US REIT ETF
HYLB
1.6%
DEUTSCHE USD ETF
VWO
1.53%
FTSE EMR MKT ETF
SCHC
1.5%
INTL SCEQT ETF
SCHE
1.5%
EMRG MKTEQ ETF
ITR
1.34%
INTR TRM CORP BD
IAU
1.31%
ISHARES
VTEB
1.3%
TAX-EXEMPT BD
VCIT
1.17%
INT-TERM CORP
VNQI
1.06%
GLB EX US ETF
TIP
0.98%
TIPS BD ETF
VTI
0.93%
TOTAL STK MKT
ISTB
0.85%
CORE STRM USBD
QQQ
0.8%
UNIT SER 1
COMT
0.79%
COMMOD SEL STG
EMLC
0.79%
JP MORGAN MKTS
MSFT
0.78%
COM
CVX
0.76%
COM
SCHD
0.73%
US DIVIDEND EQ
XOM
0.72%
COM
JNJ
0.7%
COM
SPY
0.69%
TR UNIT
AMLP
0.69%
ALERIAN MLP
VZ
0.65%
COM
VFC
0.64%
COM
BBT
0.63%
COM
UTX
0.63%
COM
BKLN
0.6%
SR LN ETF
AGG
0.6%
CORE TOTUSBD ETF
PPG
0.6%
COM
IBM
0.6%
COM
EBND
0.59%
BRCLY EM LOCL
T
0.59%
COM
WFC
0.59%
COM
VRP
0.58%
VAR RATE PFD
DEO
0.55%
SPON ADR NEW
VIG
0.55%
DIV APP ETF
BND
0.55%
TOTAL BND MRKT
NVS
0.55%
SPONSORED ADR
BDX
0.53%
COM
PFE
0.52%
COM
TXN
0.52%
COM
CSCO
0.51%
COM
JPM
0.51%
COM
PM
0.51%
COM
ABT
0.51%
COM
BCE
0.5%
COM NEW
ACN
0.5%
SHS CLASS A
ES
0.49%
COM
LOW
0.49%
COM
WMT
0.49%
COM
MBB
0.48%
MBS ETF
VV
0.46%
LARGE CAP ETF
PG
0.44%
COM
OXY
0.44%
COM
AJG
0.44%
COM
LMT
0.44%
COM
IJR
0.43%
CORE S&P SCP ETF
RTN
0.42%
COM NEW
OMC
0.42%
COM
SPLV
0.41%
S&P500 LOW VOL
EWH
0.4%
MSCI HONG KG ETF
ORCL
0.4%
COM
PH
0.39%
COM
MMM
0.39%
COM
KO
0.38%
COM
GPC
0.38%
COM
INTC
0.37%
COM
TDTF
0.37%
IBOXX 5YR TRGT
PRF
0.36%
FTSE RAFI 1000
AAPL
0.35%
COM
CVS
0.35%
COM
HDEF
0.33%
EAFE HGH DV YL
MO
0.33%
COM
SCPB
0.32%
BARC SHT TR CP
CL
0.32%
COM
FTEC
0.32%
MSCI INFO TECH I
CMF
0.32%
CALI AMT-FRE ETF
ROBO
0.31%
ROBO STX GLB ETF
EFAV
0.28%
EAFE MIN VOL ETF
TLT
0.27%
20+ YR TR BD ETF
TWOK
0.27%
SPDR RUSSEL 2000
DE
0.25%
COM
EMB
0.24%
JP MOR EM MK ETF
PDBC
0.24%
OPTIMUM YIELD
FDIS
0.23%
MSCI CONSM DIS
ITE
0.22%
BRCLYS INTER ETF
TJX
0.22%
COM
LEG
0.22%
COM
HYG
0.22%
IBOXX HI YD ETF
VOO
0.21%
SHS
FNCL
0.21%
MSCI FINLS IDX
IWM
0.21%
RUSSELL 2000 ETF
FHLC
0.21%
MSCI HLTH CARE I
SST
0.21%
SHRT TRSRY ETF
WSO
0.2%
COM
SBUX
0.19%
COM
PWZ
0.19%
CALIF AMT MUN
XLE
0.19%
SBI INT-ENERGY
XLF
0.18%
SBI INT-FINL
VCR
0.17%
CONSUM DIS ETF
VGIT
0.17%
INT-TERM GOV
PXF
0.15%
FTSE RAFI DEV
VYMI
0.15%
INTL HIGH ETF
LQD
0.15%
IBOXX INV CP ETF
PFFD
0.15%
US PFD ETF
RWR
0.14%
DJ REIT ETF
VCLT
0.13%
LG-TERM COR BD
IEF
0.13%
7-10 Y TR BD ETF
PRFZ
0.13%
FTSE RAFI 1500
MINT
0.12%
ENHAN SHRT MAT
PXH
0.12%
FTSE RAFI EMNG
PSK
0.12%
WELLS FG PFD ETF
AGZ
0.11%
AGENCY BOND ETF
JNK
0.09%
BRC HGH YLD BD
VB
0.08%
SMALL CP ETF
MLPA
0.07%
GLBL X MLP ETF
PDN
0.06%
FTSE RAFI SML
EPD
0.06%
COM
FIDU
0.06%
MSCI INDL INDX
IEMG
0.06%
CORE MSCI EMKT
VSS
0.05%
FTSE SMCAP ETF
CMBS
0.05%
CMBS ETF
BNDX
0.05%
INTL BD IDX ETF
VYM
0.05%
HIGH DIV YLD
TFI
0.04%
NUVN BRCLY MUNI
KMB
0.04%
COM
MMP
0.04%
COM UNIT RP LP
PAA
0.03%
UNIT LTD PARTN
USHY
0.03%
BROAD USD HIGH
GLTR
0.03%
PHYS PM BSKT
BTI
0.02%
SPONSORED ADR
IPE
0.02%
BARCLYS TIPS ETF
CSJ
0.01%
1-3 YR CR BD ETF
IEI
0.01%
3-7 YR TR BD ETF
FTY
0.01%
REAL EST 50 ETF
ETP
0.01%
UNIT LTD PRT INT
CIU
0.01%
INTERM CR BD ETF
SHYG
0.01%
0-5YR HI YL CP
DVY
0.01%
SELECT DIVID ETF
PEP
0.01%
COM
GVI
0.01%
INTRM GOV/CR ETF
IFGL
< 0.01%
INTL DEV RE ETF
PFM
< 0.01%
DIVID ACHIEVEV
ZMLP
< 0.01%
ZACKS HG INC SHS
VIGI
< 0.01%
INTL DVD ETF
IAGG
< 0.01%
CORE INTL AGGR
STIP
< 0.01%
0-5 YR TIPS ETF
EMLP
< 0.01%
NO AMER ENERGY
WM
< 0.01%
COM
V
< 0.01%
COM CL A
DWX
< 0.01%
S&P INTL ETF
BKLN
0.81%
SENIOR LN PORT
PRF
0.58%
FTSE RAFI 1000
FEZ
0.53%
EURO STOXX 50
PDBC
0.43%
DB OPT YLD DIV
PWZ
0.33%
CALI MUNI ETF
PXF
0.25%
DEV MKTS EX-US
PRFZ
0.22%
FTSE US1500 SM
SHM
0.16%
NUVN BR SHT MUNI
PXH
0.13%
EMER MRKT PORT
PDN
0.12%
EX US SML PORT
IGOV
0.01%
INTL TREA BD ETF
PFF
< 0.01%
U.S. PFD STK ETF
SCHZ
< 0.01%
US AGGREGATE B
VTIP
< 0.01%
STRM INFPROIDX
DUK
< 0.01%
COM NEW